---
schema_version: "1"
id: 803bffc01e1558f55f6c38a715e90db117ac33fbe2b78ca5cbcac15eb304c08d
title: Add Flow Merge Fields Without Data Cloud Objects to a Field Generation Prompt Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/prompt_builder_add_flow_without_data_cloud_field_gen.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_add_flow_without_data_cloud_field_gen.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9aadb33b902d75f65fff5dac214b8658a97220052a84736e4ac27d81b87d6e5b
description: Create and preview an example field generation prompt template that uses a flow without Data Cloud objects.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Add Flow Merge Fields Without Data Cloud Objects to a Field Generation Prompt Template

Create and preview an example field generation prompt template that uses a flow without Data Cloud objects.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with the Einstein for Platform, or Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d140363e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d140363e63 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d140363e63 ">
              <p>Prompt Template Manager permission set</p>
              <ul>
                <li>Manage Prompt Templates</li>

                <li>Execute Prompt Templates</li>

              </ul>
              <p>OR</p>
              <p style="margin-bottom:0;">Customize Application permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

Say you want to provide up-to-the-minute summaries of customer cases for a given customer to your company’s sales team before they make customer calls. Create a field generation prompt template that integrates a flow that obtains case data for an LLM to summarize.

Before creating your field generation prompt template, create a Get Open Cases for Account flow that gets a list of open customer cases.

1. To create the Get Open Cases for Account flow from Flow Builder, see [Example of Field Generation Template-Triggered Prompt Flow](https://help.salesforce.com/s/articleView?id=platform.flow_concepts_trigger_prompt_template_capability_example.htm&type=5&language=en_US).
    
    After the flow is ready, let’s create a new Open Case Summary custom field, and use a preconfigured example prompt template that uses merge fields to generate a summary of open cases for a selected account.
2. For the Account object, create an Open Case Summary custom field.
    1. In Setup, open the **Object Manager**.
    2. Select the **Account** label.
    3. On the left side of the page, click **Fields & Relationships**.
    4. Click **New** to create the field.
    5. For Data Type, select **Text Area (Long)**, then click **Next**.
    6. For Field Label, enter Open Case Summary, then click **Next**.
    7. On the Establish field-level security page, click **Next**.
    8. Click **Save**.
3. In Prompt Builder, create a prompt template.
    1. For Prompt Template Type, select **Field Generation**.
    2. For the Prompt Template Name, enter Summarize Open Cases.
    3. For the Object, select **Account**. Remember that to insert a flow into a prompt template, the flow’s Object must be the same data type as the prompt template’s flow resource.
    4. For the Object Field, select **Open Case Summary**.
    5. Leave the Description field blank.
    6. Click **Create**, and you’re redirected to the Prompt Template Workspace.
4. In the [Example Prompt Template Library](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_example_library.htm&release=264.0.0&type=5 "This library of example prompt templates gives you a starting point for creating your own custom prompt templates."), find the field generation prompt template “Summarize open cases for an account.” Copy and paste this template into the Prompt Template Workspace.
5. Before you can run this template in Prompt Builder, in the Prompt section, click **Insert Resource**. The search field appears the first time you click this option.
6. Use the search bar to replace the placeholders with real merge fields. Then, add a reference to the Get Open Cases for Account flow that you created.
    1. If you used the example template, delete the <Get\_Open\_Cases\_For\_Account\_\_Prompt\_\_Flow> placeholder.
    2. Click **Insert Resource** and use the search bar to select **Flows**.
    3. To add the flow to your template, select **Get Open Cases for Account**.
7. Run the prompt template and see the LLM-generated summary of open cases.
    1. Click the Preview Settings button.
    2. Under Inputs, search for and select an account name in the Record search bar.
    3. In the Configure Response and Display sections, verify that Generate Response, Display Prompt, and Display Resolution are selected or deselected based on what you want to test.
    4. Click **Save & Preview**, and review the response.

To create a dynamic Lightning record page that displays your open case summary for an account, see [Add a Field Generation Prompt Template to a Lightning Record Page](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_add_field_gen_to_lightning_record_page.htm&release=264.0.0&type=5 "Generative AI-enabled fields powered by prompt templates can help users complete their work faster. With a click of a button, your users can quickly populate a record field with useful information, such as a summary of open cases for an account, to facilitate more productive conversations with your customers.").